The Stocks to Own in Thailand – Vol. 50
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: 10 stocks remain, four new join...
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Mk Restaurant Group - 3Q24 Earnings Declined YoY and QoQ, Below Forecast by 6%
3Q24 profit declined YoY and QoQ due to a larger drop in sales compared to the increase in the gross margin, which pressured operating expenses to...
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Mk Restaurant Group - Lower SSSG to Pressure 3Q24E Earnings
The current valuation has been revised to undervalued (from neutral previously), as the stock price decline has created upside of around 7.5%.
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Agribusiness and Food and Beverage Sectors - October 4, 2024
The combination of the Vegetarian Festival and the school holiday break is anticipated to exert downward pressure on broiler and swine prices in...
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Agribusiness and Food and Beverage Sectors - Sep 5, 2024
In 3Q24E, the earnings of the agribusiness and food sector are expected to recover both YoY and QoQ, particularly for major meat operators with...
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